Moody’s case study: Name screening that holds up across spellings and transliterations
Low-confidence matches go to analysts
Our work
Case studies
Selected work across banking, insurance, energy and ventures.
Case studies
Business banking moved off a discontinued platform
M&T Bank, one of the largest commercial banks in the United States, serves retail, commercial and institutional markets.
130+Use cases scored to choose a platform
Redrawn illustration. Not the client’s system. 
Batch queries cut from nearly 30 minutes to seconds
Brighthouse Financial is a US life insurance and annuity provider managing more than $240 billion in assets.
~30 min to secondsCritical query runtime
Redrawn illustration. Not the client’s system. 
One portal for owners and residents, with separate permissions
PearlX is an energy startup helping multi-housing properties give owners and residents access to sustainable power.
Stayed on as development partner
Redrawn illustration. Not the client’s system.
Find a project like yours
Situation
Industry
Package
Brighthouse Financial case study: Batch queries cut from nearly 30 minutes to seconds
~30 min to secondsCritical query runtime
Barclays Bank US case study: An accessible, personalized website for a US consumer bank
Meets WCAG standards across devices
John Templeton Foundation case study: A classifier that sorts grants and papers by topic
Built on OpenAlex’s text classifier
PearlX case study: One portal for owners and residents, with separate permissions
Stayed on as development partner
M&T Bank case study: Business banking moved off a discontinued platform
130+Use cases scored to choose a platform
CleanItSupply case study: A storefront rebuilt after 20+ second page loads
Rebuilt in React with SearchSpring search
Comply PRO+ case study: Admin tools moved into a separate app without disruption
75%+Unit test coverage at rollout
Constructive case study: A procurement platform taken from early designs to launch
12+Product pages designed and built
Premier Financial Alliance case study: Commission payouts automated from the agent hierarchy
Insurance-agent data moved to PostgreSQL
Confinity case study: Architecture and development before a full team existed
Embedded with the founding team
TIAA case study: Core banking changes delivered with fewer delays between teams
Order of work planned with TIAA’s teams
SoFi case study: Risk screening built into daily banking work
Built on our earlier screening work
Admin Partners
Admin Partners case study: Core systems connected so daily operations could scale
Less duplicate data entry
FINRA
FINRA case study: Oversight systems improved for a securities regulator
Built within strict compliance rules
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